GURMEHAR FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: GURMEHAR FOUNDATION (EIN 20-3968541)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-08-28
IRS object ID: 202012419349100411
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-08-28T17:33:10-07:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770446426	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NARESH ARORA CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2350 MISSION COLLEGE BLVD STE 1160	AddressLine1Txt
City	SANTA CLARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	950541552	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203968541	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GURMEHAR FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GURM	BusinessNameControlTxt
Phone	4154121898	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2314 Webster Street	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94115	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DILMOHAN CHADHA	PersonNm
Person Title	President	PersonTitleTxt
Signature	2020-08-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NARESH ARORA CPA	PreparerPersonNm
PTIN	P01385346	PTIN
Phone	4089882900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$540,588	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$73,500	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$30	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$30	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$30	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$11,406	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$11,406	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$11,406	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$11,366	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$82,394	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,366	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$96,302	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,802	TotalNetInvstIncmAmt
Total Adj Net Incm	$11,436	TotalAdjNetIncmAmt
Taxes Rev And Expnss	$279	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$221	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$500	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$144,021	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$144,021	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$144,521	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$144,021	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$48,219	ExcessRevenueOverExpensesAmt
Net Investment Income	$22,802	NetInvestmentIncomeAmt
Adjusted Net Income	$11,436	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$111,223	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$92,468	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$92,468	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$477,584	CorporateStockBOYAmt
Corporate Stock EOY	$448,120	CorporateStockEOYAmt
Corporate Stock EOYFMV	$448,120	CorporateStockEOYFMVAmt
Total Assets BOY	$588,807	TotalAssetsBOYAmt
Total Assets EOY	$540,588	TotalAssetsEOYAmt
Total Assets EOYFMV	$540,588	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$588,807	RetainedEarningBOYAmt
Retained Earning EOY	$540,588	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$588,807	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$540,588	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$588,807	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$540,588	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$588,807	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$48,219	ExcessRevenueOverExpensesAmt
Subtotal	$540,588	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$540,588	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
30 MARKEL CORP: MKL	P	2018-07-24	2019-07-23	$32,417	$34,171	-$1,754	-$1,754
64.5050 VANGUARD SELECTED VALUE FUND INV	P	2019-01-01	2019-07-23	$1,736	$1,984	-$248	-$248
30 MARKEL CORP: MKL	P	2014-01-01	2019-07-15	$33,349	$17,856	$15,493	$15,493
553.3960 VANGUARD SELECTED VALUE FUND INV	P	2014-01-01	2019-07-23	$14,892	$17,017	-$2,125	-$2,125

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,366	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$2,002	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$456	InvestmentIncomeExciseTaxAmt
Subtotal	$456	SubtotalAmt
Tax Based On Investment Income	$456	TaxBasedOnInvestmentIncomeAmt
Tax Due	$456	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DILMOHAN CHADHA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4154121898	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2314 Webster Street	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94115	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	DILMOHAN CHADHA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2314 Webster Street	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94115	ZIPCd

Field	Value	IRS element (for citing)
Title	President	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$456	TaxBasedOnInvestmentIncomeAmt
Total Tax	$456	TotalTaxAmt
Distributable Before Adj	$456	DistributableBeforeAdjAmt
Distributable Before Ded	$456	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$144,021	ExpensesAndContributionsAmt
Qualifying Distributions	$144,021	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$144,021	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$125,000	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$206,460	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$132,501	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$160,603	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$215,775	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$840,339	TotalExcessDistributionCyovAmt
Qualifying Distributions	$144,021	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$144,021	RemainingDistriFromCorpusAmt
Total Corpus	$984,360	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$125,000	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$859,360	ExcessDistriCyovToNextYrAmt
Excess From Year4	$206,460	ExcessFromYear4Amt
Excess From Year3	$132,501	ExcessFromYear3Amt
Excess From Year2	$160,603	ExcessFromYear2Amt
Excess From Year1	$215,775	ExcessFromYear1Amt
Excess From Current Year	$144,021	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DILMOHAN CHADHA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd
ALL INDIA PINGWARA
TEHSILPURA GTROAD	AMRITSAR	AMRITSAR	IN	400000	NONE	GOV	ORPHANAGE	$15,000
GLIDE FOUNDATION
					NONE	PC	FEEDING POOR	$20,920	330 ELLIS STREET	SAN FRANCISCO	CA	94102
ST ANTHONY FOUNDATION
					NONE	PC	FEEDING POOR	$10,000	121 GOLDEN GATE AVE	SAN FRANCISCO	CA	94102
SANKARA EYE FOUNDATION
					Not Applicable	PC	Eye care to all at free or affordable cost	$15,000	1851 McCARTHY BLVD 218	MILPITAS	CA	95035
SIKH COALITION
					Not Applicable	PC	Civil and human liberties	$11,001	50 BROAD STREET STE 1537	NEW YORK	NY	10004
SIKH RESEARCH INSTITUTE
					Not Applicable	PC	Community benefit	$20,000	PO BOX 6317	BRIDGEWATER	NJ	08807
THE 1947 PARTITION ARCHIVE
					Not Applicable	PC	Promote better understanding of sikh history	$2,500	PO BOX 9505	BERKELEY	CA	94709
KHALSA AID INTERNATIONAL
PROGRESS BUS CTR	SLOUGH	SLOUGH	UK	SL16DQ	Not Applicable	NC	Feeding Poor	$15,000
SIKH FLOAT ROSE PARADE
						PC	COMMUNITY	$3,500	5175 PRINCES ANN RD	LA CANADA	CA	91011
CONNECTICUT PUBLIC BROADCASTING INC
						PC	COMMUNITY SERVICE THROUGH BROADCASTING	$25,000	1049 ASYLUM AVE	HARTFORD	CT	06105
THE CYBER SIKH ORGANIZATION
					NONE	PC	THE CYBER SIKH ORGANIZATION HAS BEEN ORGANIZED FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES. FURTHER GENERAL PURPOSES ARE (1) FOSTER A SENSE OF COMMUNITY AND REINFORCING SIKH VALUES (2) PROVIDE A FRAME WORK FOR CATERING TO CULTURAL AND RELIGIOUS NEEDS OF COMMUNITY THROUGH PROGRAMS	$5,000	23800 VIA DEL RIO	YORBA LINDA	CA	92887
DON BOSCO SOCIETY
MATUNGA	MUMBAI	MAHARASHTRA	IN	400019		PC	EDUCATION	$1,100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$144,021	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11,406	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$11,366	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$22,802	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$22,802	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
DILMOHAN S CHADHA
1	2314 WEBSTER STREET	SAN FRANCISCO	CA	94115	$40,000	Yes (X)
AMEETA K CHADHA
2	2314 WEBSTER STREET	SAN FRANCISCO	CA	94115	$23,500	Yes (X)
AVNEET CHADHA
3	2314 WEBSTER STREET	SAN FRANCISCO	CA	94115	$5,000	Yes (X)
JOGREET CHADHA
4	2314 WEBSTER STREET	SAN FRANCISCO	CA	94115	$5,000	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES	$126
BUSINESS REGISTRATION FEES	$95

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$279	Amt

GURMEHAR FOUNDATION: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments